Creating Excel Template Files
To creating an Excel Template File:
1. From the HOPEX Windows Front-End desktop, select View > Navigation Windows > Utilities.
2. Right-click the Excel Templates folder and select New > Excel Template.
3. Open the properties dialog box of the Excel template you have just created and select the Characteristics tab.
4. Click the arrow at the right of the System Business Document field and select Create System Business Document.
The system business document creation dialog box opens.
5. Define the System Business Document name and the File Location of the Excel template you want to use.
6. The Document Template field shows Excel Import/Export Template.
The system business document must belong to document category Excel Import/Export Templates or to a sub-category. 7. Click OK to close the system Business Document creation window.
The system business document is created.
8. In the MetaClass section, click the Connect button to select the MetaClasses representing the main concepts managed by the template.
In the context of Excel export, MetaClasses supported by Excel worksheets serve in lists to identify templates to be used as priority. For more details, see Exporting an object list in Excel format.9. In the Excel Worksheet section, click New for each Excel worksheet you want to add to your file.
To fill characteristics of your template Excel sheets, see Creating Excel Template Worksheets.